Carson Wealth (CWM LLC)
IBDL

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-353
Closed -$9K – 3407
2018
Q4 		$9K Sell
353
-886
-72% -$22.1K ﹤0.01% 1392
2018
Q3 		$31K Sell
1,239
-1,394
-53% -$34.9K ﹤0.01% 857
2018
Q2 		$66K Buy
+2,633
New +$65.9K ﹤0.01% 583

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBDL Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2019, closing a stake of 353 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in IBDL in Q2 2018 and held it in 3 quarters. The position peaked at $66K in Q2 2018. 140 funds tracked by Wall St. Rank hold IBDL as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 353 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2019, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2020 Term Corporate ETF position peaked at $66K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.